Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Charitable Giving
  • Retirement Income Strategies
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Sustainable and Responsible Investing
  • Christian Financial Strategies
  • Retirement Plan Distribution
  • Investment Management
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Insurance
  • Investments
  • Business Retirement Plans
  • Saving for Education
  • Wealth Preservation Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Moravian College, Bethlehem, PA; BA in Financial Economics

Awards & recognition

  • Ameriprise Circle of Success, 2003 - 2023
  • Ameriprise Diamond Ring Recipient, 2019
  • Shining Sea Private Wealth, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2022

Community participation

  • I participate in the local Financial Planning Association of South Florida. I was the president of the organization in 2019. The Financial Planning Association (FPA) supports CFP® professionals, financial planners, academic leaders, students, and those who support the financial planning process.
  • I'm a board member for Impact 100 Men Palm Beach. Impact 100 is a community organization serving the southern Palm Beach County: Lake Worth Road south through Boca Raton. We support organizations who are focused on children’s activities and programs that are designed to educate and support our communities.

Interests

  • Randy is married to Leslie. They have a son and are expecting twins in late 2022. They also have a schnoodle named Eli.
  • I enjoy golf and gardening.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.